Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $692B
1-Year Est. Return 22.96%
 

Goldman Sachs, founded in 1869 by Marcus Goldman and later joined by Samuel Sachs, is a premier global investment bank headquartered in New York City, renowned for its influential role in financial markets. The firm provides a wide range of services, including investment banking (mergers, acquisitions, and underwriting), securities trading, asset management, and consumer banking through its Marcus platform, catering to corporations, governments, institutions, and high-net-worth individuals. Known for its elite status on Wall Street, Goldman Sachs has a history of navigating major economic events, from the Great Depression to the 2008 financial crisis, where it played a controversial yet pivotal role. With a strong emphasis on innovation and a global footprint, it manages billions in assets and remains a powerhouse in shaping economic policy and market trends.

This Quarter Est. Return
1 Year Est. Return
+22.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$692B
AUM Growth
+$72.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,635
New
Increased
Reduced
Closed

Top Buys

1 +$4.06B
2 +$2.16B
3 +$1.91B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9B
5
NVDA icon
NVIDIA
NVDA
+$1.49B

Top Sells

1 +$1.66B
2 +$1.66B
3 +$1.58B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.07B
5
MDT icon
Medtronic
MDT
+$903M

Sector Composition

1 Technology 25.3%
2 Financials 10.85%
3 Consumer Discretionary 9.79%
4 Communication Services 7.56%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACH
3226
Accendra Health
ACH
$163M
$3.34M ﹤0.01%
696,791
+337,875
JBI icon
3227
Janus International
JBI
$976M
$3.34M ﹤0.01%
338,523
-82,532
RERE
3228
ATRenew
RERE
$1.27B
$3.33M ﹤0.01%
723,414
-37,962
ARHS icon
3229
Arhaus
ARHS
$1.46B
$3.33M ﹤0.01%
312,897
-925,502
HTLD icon
3230
Heartland Express
HTLD
$819M
$3.33M ﹤0.01%
396,907
+169,164
IPCX
3231
Inflection Point Acquisition Corp III
IPCX
$350M
$3.32M ﹤0.01%
+329,792
JVAL icon
3232
JPMorgan US Value Factor ETF
JVAL
$666M
$3.32M ﹤0.01%
69,817
-1,999
HFWA icon
3233
Heritage Financial
HFWA
$903M
$3.31M ﹤0.01%
136,731
-6,871
ATII
3234
Archimedes Tech SPAC Partners II Co
ATII
$315M
$3.31M ﹤0.01%
323,854
CHA
3235
Chagee Holdings Ltd
CHA
$2.28B
$3.3M ﹤0.01%
199,218
+4,916
HNST icon
3236
The Honest Company
HNST
$288M
$3.29M ﹤0.01%
892,794
+244,780
BBAG icon
3237
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.14B
$3.28M ﹤0.01%
+70,386
CRVS icon
3238
Corvus Pharmaceuticals
CRVS
$1.87B
$3.28M ﹤0.01%
445,670
+275,459
KE
3239
Kimball Electronics
KE
$721M
$3.28M ﹤0.01%
109,930
+59,169
GOTU icon
3240
Gaotu Techedu
GOTU
$549M
$3.27M ﹤0.01%
1,003,310
-591,933
CWEN.A icon
3241
Clearway Energy Class A
CWEN.A
$4.01B
$3.27M ﹤0.01%
121,409
-9,308
FDLO icon
3242
Fidelity Low Volatility Factor ETF
FDLO
$1.47B
$3.27M ﹤0.01%
49,625
-24,302
PDP icon
3243
Invesco Dorsey Wright Momentum ETF
PDP
$1.36B
$3.27M ﹤0.01%
27,670
+9,710
TITN icon
3244
Titan Machinery
TITN
$386M
$3.25M ﹤0.01%
194,250
+50,952
VNLA icon
3245
Janus Henderson Short Duration Income ETF
VNLA
$2.91B
$3.25M ﹤0.01%
+65,955
ZH
3246
Zhihu
ZH
$329M
$3.25M ﹤0.01%
641,043
+455,798
VINP icon
3247
Vinci Compass Investments Ltd
VINP
$810M
$3.25M ﹤0.01%
301,874
-33,041
XONE icon
3248
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$683M
$3.24M ﹤0.01%
+65,188
RICK icon
3249
RCI Hospitality Holdings
RICK
$217M
$3.23M ﹤0.01%
105,993
+11,639
VIXY icon
3250
ProShares VIX Short-Term Futures ETF
VIXY
$63.4M
$3.23M ﹤0.01%
100,000